DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
West Palm Beach, FL | ST. LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | Jul 24, 2025 | n/a | yes | ST. LOUIS, MO|West Palm Beach, FL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 3, 2022 | May 2, 2025 | no | JUPITER, FL | Previous registration |
| FOUNDERS ASSET MANAGEMENT LLC | n/a | Jan 1, 1999 | Jan 12, 2009 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | EDWARD JONES | May 2, 2025 | Jul 24, 2025 | 83 | Firm change | Ibd to ibd |
| FOUNDERS ASSET MANAGEMENT LLC | TRUIST ADVISORY SERVICES, INC. | Jan 12, 2009 | Aug 3, 2022 | 4,951 | Firm change after gap | Other |